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ALAMO ADVISORS, LP
4114 Pond Hill
Suite 201
San Antonio, Texas 78231
Tel: 210-404-2211
About ALAMO ADVISORS, LP
ALAMO ADVISORS, LP, formally registered with the SEC as ALAMO ADVISORS, LP. The firm was established in 07/14/2014. They have over 1 offices throughout the country.
ALAMO ADVISORS, LP is a San Antonio, Texas based Financial Planning firm with nearly $3,475,405,550 assets under management, offering retirement planning & investment advisory services to 908 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122290 |
| SEC# | 801-79870 |
| Assets Managed by Firm | $3,475,405,550 |
| No. of Clients | 908 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 908 | $3,475,405,550 |
| Individuals (other than high net worth individuals) | 75 | $41,007,862 |
| High net worth individuals | 106 | $2,969,461,761 |
| Charitable organizations | 13 | $464,935,927 |
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